AWAU
Alliance Wealth Advisors (Utah)’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
5,721
+97
| +2% | +$16.7K | 0.24% | 98 |
|
|
2025
Q1 | $871K | Sell |
5,624
-1,432
| -20% | -$222K | 0.23% | 106 |
|
|
2024
Q4 | $1.3M | Buy |
7,056
+237
| +3% | +$43.6K | 0.33% | 85 |
|
|
2024
Q3 | $1.23M | Buy |
6,819
+2,039
| +43% | +$368K | 0.32% | 80 |
|
|
2024
Q2 | $868K | Buy |
4,780
+408
| +9% | +$74.1K | 0.25% | 99 |
|
|
2024
Q1 | $826K | Buy |
4,372
+553
| +14% | +$104K | 0.25% | 99 |
|
|
2023
Q4 | $668K | Buy |
3,819
+146
| +4% | +$25.5K | 0.22% | 101 |
|
|
2023
Q3 | $520K | Buy |
3,673
+252
| +7% | +$35.7K | 0.19% | 114 |
|
|
2023
Q2 | $487K | Buy |
3,421
+410
| +14% | +$58.3K | 0.18% | 124 |
|
|
2023
Q1 | $386K | Buy |
3,011
+254
| +9% | +$32.6K | 0.16% | 140 |
|
|
2022
Q4 | $331K | Buy |
+2,757
| New | +$331K | 0.15% | 150 |
|